Want your profile here?
Becoming a member is easy!
Climber.com works with you to help you advance your career by putting you directly in front of tens of thousands of recruiters in your field. Sign up today on Climber.com
Recruiters - Try Postings!
Postings.com™ is a must-have for recruiters who want to:
- Find Qualified Candidates
- Find Job orders and Post Splits
- Be Found in Search Engines
- Implement a Social Sourcing Strategy
Determined and focused to succeed
Forward-thinking, dedicated, flexible professional with a diverse background in service and possessing exceptional communication, organizational, analytical, and decision making skills.
Financial Specialist
About Me
Industry: |
Accounting & Finance |
|---|---|
Occupation: |
Financial Specialist |
Highlights: |
Series 7 & 63 licensed, 1998-2003.Lead rep to resolve escalated benefits issues for a large bank, 2001-2003.Project coordinator for implmenting new training program for 401k benefits, also for large bank, 2002. |
Ideal Companies: |
U.S. Government, Chep, Paychex, Intuit, Dynetech, CNL, Payperpost |
Education level: |
Bachelor |
Will Relocate: |
Yes |
Location: |
Orlando, FL |
Major Responsibilities
Organized customer service functions to improve communication internally and externally, standardized aspects of training process to improve retention of job responsibilities.
Work Experiences
4/2008 - 5/2008
Modis
Individual Contributor
- Supported small business DSL customers for a large telecommunications company.
5/2007 - 7/2007
CCMC Inc.
Individual Contributor
- customer service, data entry, phones, clerical, creat and ship products, track and collect data required for installations, work with scheduling installations, Excel, Outlook used heavily.
3/2005 - 6/2005
Randstad for Harcourt
Contractor / Freelance
- process a/p using PeopleSoft 8.0, data entry, heavy Excel and Access updating, clerical
1/2005 - 4/2005
SunTrust Banks
Entry Level
- sold bank products and equity loans/lines via call center, data entry, applications
10/2003 - 6/2004
SSSI for Lucent Technologies
Contractor / Freelance
- customer service providing guidance and support to technical personnel regarding communications training and equipment; data entry, coordinated with scheduling demand for training, other duties.
11/2001 - 1/2003
Hewitt Associates
Individual Contributor
- resolved complex and critical problems for participants in a bank 401k plan, some work in health benefits and pension, data entry, customer service, phone/email communication, interpersonal skills important to obtain cooperation from other departments, trained and coached others, project coordination.
Education
2005
Master Degree
University of Phoenix
- Continuing Education
1998
Certification Degree
NYSE
- Series 7
1993
Bachelor Degree
Western Michigan Univeristy
- Economics
